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Love, Money, Control

Dean Hedeker

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Love, Money, Control
Love, Money, Control

Love, Money, Control

Dean Hedeker

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Love, Money, Control with Dean Hedeker. Reinventing Estate Planning. Brought to you by Hedeker Law, serving Greater Chicagoland For Over 30 Years

Latest Episodes

Living Trusts Explained

Estate planning requires multiple layers of experience for the trust to fully protect the client. How are trusts affected by real estate in different states? What is a step-up in basis and who qualifies for it? How do you get your different financial practitioners on the same page? On this episode we discuss the different elements that have to be considered when a trust is being prepared. If you have a trust document written, it has to be much more comprehensive in terms of the protections it provides. -Dean Hedeker Takeaways + Tactics Multidisciplinary practices are an excellent solution for the disjointed communication, or lack thereof, that can take place between different professionals involved in your affairs. A step-up in basis protects heirs from paying a tax on the value or growth of a piece of real estate. Property in different states can be placed under the same trust, but that requires a higher level of expertise on the part of the attorney. At the start of the show we ta...

36 MIN2017 MAY 2
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Living Trusts Explained

5 Things to Get in Order Before You Meet with an EPA

When it comes to estate planning, you make the process even more successful when you go into that first meeting with important questions answered and decisions made. What is the leg work you have to do before meeting with your estate attorney? On this episode we discuss the 5 that are most important. You want to do planning when you have assets, heirs or a will when the kids are young. -Dean Hedeker Takeaways + Tactics We have a common misconception that the disability you have to consider in planning is physical, but we’re talking about mental incapacity in this case. You would rather name the person you want to be in charge of your estate, and not have the courts decide that for you. Estate planning has nothing to do with your age. It’s a consideration you make when you have assets and children. On this episode we discussed the importance of doing specific leg work before you even step into a meeting with an EPA. We also talked about the misconception people have when it comes t...

17 MIN2017 APR 3
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5 Things to Get in Order Before You Meet with an EPA

5 Mistakes People Make with their Estates

Estate planning is one of the most important thing we do in our lives, but are we doing all that’s in our power to succeed? On this episode, we discuss the 5 things people are getting wrong with their estate planning, including not planning for disability. We also discuss how to overcome them to set yourself on the right path. Next to death, the other thing we need to plan for is disability. -Dean Hedeker Takeaways + Tactics Mental incapacity is one of the things you have to plan for in your estate. Not doing so can leave your financial affairs in the hands of the court. Joint tenancy should not be part of your estate planning, this could lead to a legal nightmare down the line. Tax should be planned for in your estate planning, remember not all the money you have belongs to you. On this episode, we discussed: The dangers of failing to plan for disability and mental incapacity The risks of joint tenancy The importance of tax in your estate planning The 5 biggest mistakes we’ve fou...

14 MIN2016 DEC 23
Comments
5 Mistakes People Make with their Estates
the END

Latest Episodes

Living Trusts Explained

Estate planning requires multiple layers of experience for the trust to fully protect the client. How are trusts affected by real estate in different states? What is a step-up in basis and who qualifies for it? How do you get your different financial practitioners on the same page? On this episode we discuss the different elements that have to be considered when a trust is being prepared. If you have a trust document written, it has to be much more comprehensive in terms of the protections it provides. -Dean Hedeker Takeaways + Tactics Multidisciplinary practices are an excellent solution for the disjointed communication, or lack thereof, that can take place between different professionals involved in your affairs. A step-up in basis protects heirs from paying a tax on the value or growth of a piece of real estate. Property in different states can be placed under the same trust, but that requires a higher level of expertise on the part of the attorney. At the start of the show we ta...

36 MIN2017 MAY 2
Comments
Living Trusts Explained

5 Things to Get in Order Before You Meet with an EPA

When it comes to estate planning, you make the process even more successful when you go into that first meeting with important questions answered and decisions made. What is the leg work you have to do before meeting with your estate attorney? On this episode we discuss the 5 that are most important. You want to do planning when you have assets, heirs or a will when the kids are young. -Dean Hedeker Takeaways + Tactics We have a common misconception that the disability you have to consider in planning is physical, but we’re talking about mental incapacity in this case. You would rather name the person you want to be in charge of your estate, and not have the courts decide that for you. Estate planning has nothing to do with your age. It’s a consideration you make when you have assets and children. On this episode we discussed the importance of doing specific leg work before you even step into a meeting with an EPA. We also talked about the misconception people have when it comes t...

17 MIN2017 APR 3
Comments
5 Things to Get in Order Before You Meet with an EPA

5 Mistakes People Make with their Estates

Estate planning is one of the most important thing we do in our lives, but are we doing all that’s in our power to succeed? On this episode, we discuss the 5 things people are getting wrong with their estate planning, including not planning for disability. We also discuss how to overcome them to set yourself on the right path. Next to death, the other thing we need to plan for is disability. -Dean Hedeker Takeaways + Tactics Mental incapacity is one of the things you have to plan for in your estate. Not doing so can leave your financial affairs in the hands of the court. Joint tenancy should not be part of your estate planning, this could lead to a legal nightmare down the line. Tax should be planned for in your estate planning, remember not all the money you have belongs to you. On this episode, we discussed: The dangers of failing to plan for disability and mental incapacity The risks of joint tenancy The importance of tax in your estate planning The 5 biggest mistakes we’ve fou...

14 MIN2016 DEC 23
Comments
5 Mistakes People Make with their Estates
the END

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